Horan Capital Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Horan Capital Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-240	Closed	-$16K	–	170
2020 Q3	$16K	Buy	+240	New	+$16.6K	0.01%	226
2020 Q1	–	Sell	-240	Closed	-$20K	–	158
2019 Q4	$20K	Hold	240	–	–	0.01%	198
2019 Q3	$19K	Buy	+240	New	+$18.9K	0.01%	200
2019 Q2	–	Sell	-240	Closed	-$19K	–	153
2019 Q1	$19K	Buy	+240	New	+$18.6K	0.01%	192
2017 Q4	–	Sell	-240	Closed	-$18K	–	163
2017 Q3	$18K	Buy	+240	New	+$17.8K	0.01%	227

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horan Capital Advisors's IJJ Position: Q4 2020 in Review

Horan Capital Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2020, closing a stake of 240 shares — an estimated $16K sold.

Horan Capital Advisors first reported a position in IJJ in Q3 2017 and held it in 5 quarters. The position peaked at $20K in Q4 2019. 535 funds tracked by Wall St. Rank hold IJJ as of Q4 2020.

Horan Capital Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 240 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2020, an estimated $16K.
Horan Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $20K in Q4 2019.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.